How to attach supporting document for leave application in TimeTec Leave

Tuesday, October 30, 2018 FingerTec 0 Comments



Most companies will have a policy that require staffs to submit relevant documents when applying for certain kinds of leave such as medical or hospitalization leave. Therefore, we’ve added an Attachment feature into the system in order to allow users to upload various documents such as doctor’s note, marriage cert and etc., for verification purposes and record keeping.

When this option is enabled for a given leave type, staffs applying for leaves will in turn be allowed or mandated to attach the supporting documentation (in pdf or images format) to their request. This function is also available in both Web and Mobile App. Follow the quick steps below to access this handy feature:

Enable ‘Leave Attachment’ option
While adding Leave Type, ‘Leave Attachment’ option is turned off by default. You can enable it as ‘Yes – Optional’ or ‘Yes – Mandatory’ in Leave Type setting.

 

Leave Application
After enabling the ‘Leave Attachment’ option in Leave Type, users are thus allowed/required to attach a file for their leave application. Additionally, users are also able to attach/download the attachment when viewing their leave applications. Please note that only files with JPG, PNG or PDF format can be uploaded as attachment. Refer to the screenshots below for more information.

i. Web
 

ii. Mobile Application


System Role Module’s Rights
Under Manage System Roles & Admin, the ‘Leave Overview’ module now contains features such as ‘View Attachment’ and ‘Edit Attachment’.

i. Please check the View/Edit the Leave Attachment features in order to allow the corresponding access to the personnel in charge.
 

Leave Overview
A new ‘Attachment’ button can also be found at the Home Page. Only Admins with the right access can view this feature.
 

By clicking on the Attachment button, Admins can view/edit leave applications’ attachment as well as notify users to upload attachments.


Pending Leave Application
On the other hand, users are likewise allowed to attach or download attachment on his/her own pending leave applications, if necessary.

i. Web


ii. Mobile Application

Leave Approval
Approvers are now allowed to download attachment, if there are any attachments within the leave applications. Refer to the screenshots below for more information.

i. Web
 

ii. Mobile application

Now that you have a thorough understanding of our latest feature, you are all set to experience the latest feature that TimeTec Leave has to offer for your workforce management.

Note: If some of the screenshots or steps viewed here are different from the ones in the current system, this is due to our continuous effort to improve our system from time to time. Please notify us at info@timeteccloud.com, we will update it as soon as possible.

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